About us:
The Investment Management Division is the investment arm of the Department of State Treasurer, and actively invests and manages the State's pension funds and other assets entrusted to the Department. Standing teams are Investment Grade Fixed Income, Public Equity, Private Equity, Opportunistic Fixed Income and Inflation Sensitive, Real Estate, Multi-Strategy, Risk and Asset Allocation, and Investment Operations. Click here to learn more about the Division.
 
Their campus is located on Atlantic Avenue, is surrounded by many shopping centers and restaurants, has access to a 24-hour 7-day-a-week free gym on the campus, and has free employee parking. Click here to learn more about the Department.

The Investment Analyst assists the team with the day-to-day management of the Public Equity internally managed and externally managed portfolios (US Equity and Non-US Equity). The position provides trade support on internally managed portfolios and performs ongoing fundamental and quantitative research and analysis.  

Job Duties

• Supports trade reconciliations, rebalances, confirmations, settlements, and corporate actions. 

• Monitors portfolio risk, and assists with asset allocation, portfolio modeling, reporting, and analytics. 

• Participate in manager meetings, and due diligence visits and maintain physical and electronic files.

• Communicate with broker-dealers, data providers, custodians, and middle/back-office providers as well as internal operations, accounting, and audit teams.  

•  Assist with reporting for presentations to internal and external stakeholders

• Position Requires ~ 15% travel

Qualified applicants must possess, and application must clearly reflect work experience that demonstrates the following:   

• Working knowledge of the investment industry, principles of modern portfolio theory and statistical methods utilized to track and monitor risk and performance. 

• Demonstrated ability to track and monitor the lifecycle of a trade and effectively escalate trade discrepancies and communicate trade-related information to internal and external entities. 

• Proficiency in detailed computation utilizing advanced analytical software tools for financial modeling. 

• Experience analyzing factors associated with risk and return.

• Demonstrated ability to compile, monitor, examine, and/or calculate performance, perform attribution analysis, and accurately gauge investment merit. 

• Demonstrated ability to monitor investment portfolios for compliance with guidelines and policies. 

• Advanced skills in Excel, PowerPoint, Word, and other platforms utilized for statistical analysis. 

Management Preferences 

• MBA and/or CFA Certification 

• Significant experience in trade support within a public or corporate pension plan, foundation, or endowment. 

• Working knowledge of investment and operational due diligence support, familiarity with manager search and selection, and monitoring a portfolio of external investment managers within a public or corporate pension plan, foundation, and/or endowment. 

Some state job postings say you can qualify by an “equivalent combination of education and experience.” If that language appears below, then you may qualify through EITHER years of education OR years of directly related experience, OR a combination of both. See oshr.nc.gov/experience-guide for details. 

Bachelor’s degree with coursework in accounting, business, economics, finance, investment, statistics, or related discipline with significant credit hours in accounting, finance or financial modeling coursework and at least 1 year of experience; or Equivalent combination of training and experience. All degrees must be received from appropriately accredited institutions.